← All themes Electrification & Grid

Transmission Buildout

Transmission build-out covers the engineering and construction firms laying new high-voltage lines to connect generation to demand. Work is backed by multi-year regulated capital plans.

6 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
426
AFCM
Applied Finance Capital Management
Puerto Rico
$20.9M -$7.64M 1 1.56% Reduced
427
PCM
Princeton Capital Management
New Jersey
$20.8M +$104K 1 4.7% Increased
428
ACG
Aventail Capital Group
New York
$20.8M -$31.4M 3 1.19% Reduced
429
Sterling Capital Management
Sterling Capital Management
North Carolina
$20.7M -$1.11M 5 0.35% Reduced
430
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$20.6M -$4.3M 1 0.37% Reduced
431
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$20.6M -$9.72M 2 0.33% Reduced
432
IB
Intrust Bank
Kansas
$20.6M -$1.21M 3 1.52% Reduced
433
Brookstone Capital Management
Brookstone Capital Management
Illinois
$20.5M -$809K 1 0.21% Reduced
434
CISOA
Capital Investment Services of America
Wisconsin
$20.1M -$390K 1 1.97% Reduced
435
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$20M -$14.2M 2 0.13% Reduced
436
CBB
Citizens Business Bank
California
$19.9M -$262K 1 3% Reduced
437
Winton Group
Winton Group
United Kingdom
$19.9M -$1.09M 3 0.64% Reduced
438
Kestra Advisory Services
Kestra Advisory Services
Texas
$19.8M -$75.6K 4 0.06% Reduced
439
CIS
Connors Investor Services
Pennsylvania
$19.7M -$3.42M 1 1.7% Reduced
440
HVCM
Hel Ved Capital Management
Hong Kong
$19.6M -$3.74M 4 1.45% Reduced
441
BLAM
Bourne Lent Asset Management
New York
$19.5M -$448K 1 6.75% Reduced
442
Wealthfront Advisers
Wealthfront Advisers
California
$19.5M +$442K 2 0.04% Increased
443
SC
Settian Capital
New York
$19.4M $0 1 12.49% Maintained
444
DWA
Dorsey Wright & Associates
California
$19.4M +$3.15M 2 3.29% Increased
445
ECM
Engine Capital Management
New York
$19.4M +$25.7M 1 1.89% New
446
CCP
Clifford Capital Partners
Utah
$19.2M -$1.16M 1 2.64% Reduced
447
MCM
Mengis Capital Management
Oregon
$19M -$1.23M 1 2.89% Reduced
448
AFG
Albion Financial Group
Utah
$18.9M +$118K 1 1.1% Increased
449
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$18.9M +$12.9M 2 0.15% Increased
450
Aquatic Capital Management
Aquatic Capital Management
Illinois
$18.8M +$19M 2 0.65% Increased